You Have the Skills. Build the Systems to Match with the Client Retention Systems Sidekick.
This AI sidekick helps service providers like you build simple, client-loving workflows so you can stop winging it and start automating it.
What’s standing between you and smooth, repeatable client experiences? Probably a whole bunch of systems you meant to build, tweak, or finish… This custom GPT helps you get it done step by step, without the overwhelm. For only $37.
What Happens When You Don’t Have Solid Client Systems?
You’re not lazy or disorganized, your business just outgrew the duct-tape setup.
If you’ve been…
- Scrambling to write one more welcome email from scratch
- Forgetting who’s been onboarded, offboarded, or lost in the shuffle
- Relying on memory to track deadlines, send updates, or chase invoices
- Getting stuck choosing tools (and then second-guessing every one)
- Procrastinating system stuff because the setup feels harder than the service itself
…you’re in the right place!
Because without streamlined systems, even the best clients can slip through the cracks. And the more you grow, the messier it gets.
Then it’s not just stressful. It’s unsustainable.
And if you’ve ever thought, I know what I do but I don’t have a system for doing it with clients…this Sidekick was built for you.
💡 Meet Your Client Retention Systems Sidekick
Your Done-With-You, AI-Powered Workflow Builder
This isn’t another checklist or template pack.
The Client Retention Systems Sidekick is a customGPT built to help you map, build, and clean up every part of your client experience—without overwhelm, overthinking, or overspending on the wrong tools.
Whether you’re onboarding your first few clients or upgrading to serve more at scale, this GPT acts as your:
- Workflow Architect – map and build client systems from inquiry to offboarding
- Tool Selector – recommends tech based on your needs + budget
- Template Builder – writes emails, blurbs, forms, and guides
- Communication Planner – helps set reminders, updates, and boundaries
- System Simplifier – keeps everything minimal, functional, and client-friendly
This isn’t about building the perfect system, it’s about building the one that works for you and grows with you.
What You’ll Walk Away With
Systems that Feel Good to Use and Keep Clients Coming Back
You’ll go from scattered or half-built systems to a smooth, repeatable workflow that supports your clients and your brain.
📅 Clear, Confident Client Journeys
Every stage mapped with timelines, tasks, and templates. No more winging it.
🛠️ Tool Stack That Fits
Tech recommendations that match your budget, needs, and working style.
✍️ Client-Facing Assets in Minutes
Welcome emails, intake forms, blurbs, guides, and feedback forms…done.
🚀 Processes That Grow With You
Works for solo providers, group offers, or agency-style teams.
😓 Less Admin, More Ease
Free up time and energy to serve, scale, or rest.
Bonus: Want SOPs or task checklists? The Sidekick can build those too.
Powered by AI. Designed by an Online Business Manager Who Gets It.
This isn’t some generic automation tool thrown together by a developer who’s never worked with a client.
It’s a customGPT created with real service providers in mind, especially the ones who:
- Care deeply about their client experience
- Need systems that reduce stress instead of adding to your stress
- Crave structure, but can’t stand rigidity
Every workflow, prompt, and template is designed to help you take action now—even if your systems have been sitting on your “someday” list for way too long.
When You Use the Sidekick, You Get:
🚀 1:1 AI Support That Feels Like a Workflow Coach
Chat your way to better systems, no overwhelm.
📆 Full System Support
Covers every stage: inquiry, intake, onboarding, delivery, communication, offboarding.
✍️ Plug-and-Play Client Retention Materials
Emails, forms, blurbs, guides, timelines, and checklists…all customized and ready to go.
🛠️ Smart Tool Suggestions
Skip the trial-and-error. Get tailored platform recommendations for tools like ClickUp, Calendly, Stripe, Plutio, and more.
Zero Overwhelm. Zero Regret.
This isn’t a tool that adds more to your plate. It’s one that helps you clear it.
“I need help with onboarding.”
“I don’t know what tools to use.”
“Help me design a simple client retention workflow.”
Say any of that to the GPT—and it’ll know exactly where to start.
You don’t need to be organized. You don’t need a full tech stack.
You just need a sidekick that helps you start.
The Sooner You Systemize, the Smoother It Gets
You don’t have to “wait until things calm down.”
Every week you delay is another week of:
- Repeating yourself
- Losing track
- Feeling behind
The Client Retention Systems Sidekick is ready when you are, so you can stop putting it off and start putting it in place.
The calm you’ve been craving? Starts. Here.
🔑 How to Access Your Sidekick
👉 Link to your Systems Sidekick is delivered upon purchase
👉 All you need is a free ChatGPT account
👉 Works on desktop or mobile—use it like a systems co-pilot whenever you need it
Hi there, I’m Kimberly Charron
I’m a Certified Online Business Manager and Business Process Specialist who helps overwhelmed solopreneurs and small business owners reclaim their time and focus on what they love most, growing their business through their genius work. Clients call me the Tech Tool Queen because I make systems and tools simple, powerful, and even fun.
Before I became an OBM, I was a VA and I wish I could have simply typed a few words and been given what to do to get all my workflows automated when I was starting out!
What is a Custom GPT?
If you’ve heard of ChatGPT, you may know it’s like a smart assistant that can answer questions, brainstorm with you, or explain ideas in simple terms. A Custom GPT is simply a special version of ChatGPT that’s been trained and tailored for a specific purpose…in this case, building systems for your service-based business.
Instead of giving you general answers about anything and everything, this Custom GPT is focused only on helping you build out all the systems you need to get and retain clients.
🚀 Ready to Build Client Systems That Support You?
You don’t need a full overhaul. You just need a smart place to start.
Let this be it!
Frequently Asked Questions
FAQs
Do I need to be “techy” to use this GPT?
Not at all. If you can chat with a friend, you can use this GPT. Just open the link, click the START button or simply type what you need help with (“I need a client welcome email” or “Help me set up onboarding”), and your Sidekick will guide you step by step.
Is this only for new service providers?
Nope! It works great for both new and growing providers. Whether you’re building systems for the first time, or trying to clean up what’s already there, this GPT helps you streamline without starting from scratch.
What kinds of systems does it help with?
It covers the full client journey, including:
- Inquiry & booking
- Intake & discovery
- Onboarding
- Client communication & delivery
- Offboarding & feedback
You can build timelines, templates, task lists, and more—with tool suggestions along the way.
Can I use this if I work with teams or groups?
Yes! Whether you’re running solo, supporting group programs, or managing client work across a team, the Sidekick adjusts its suggestions based on your setup.
What tools does it recommend?
Based on your needs and budget, it can suggest platforms like ClickUp, Google Forms, Plutio, Stripe, Calendly, Canva, and more—but it never pushes you into tech you don’t need.
Do I need to pay for ChatGPT Plus to use this?
Nope! This GPT works with the free version of ChatGPT. All you need is a free OpenAI account to access it after purchase.
How much is the Client Retention Systems Sidekick?
$37 USD
How do I get started after purchase?
You’ll receive a private link to your Systems Sidekick. Just click it, start chatting, and get personalized help building your client systems—whenever you need it.
